See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,679 | $155,788-14.2% | $124,672+7.2% | $167,490-20.2% |
| Participation rate | 47.4% | 81.1%-33.7pp | 74.6%-27.2pp | 82.1%-34.7pp |
| Annual return | 10.31% | 17.97%-7.7pp | 5142.93%-5132.6pp | 478.56%-468.3pp |
| Employer contribution / active EE | $3,046 | $4,163-26.8% | $3,324-8.4% | $4,837-37.0% |
| Participant deferral / active EE | $3,766 | $5,673-33.6% | $4,614-18.4% | $6,341-40.6% |
| Admin fee / account holder | $6,638 | $9,531-30.4% | $7,493-11.4% | $12,309-46.1% |